Job Summary: We are seeking an experienced Commercial Lines Small Business Account Manager to manage and service a portfolio of small commercial accounts. This role requires a strong focus on client service, policy management, and account retention.The ideal candidate will have an active Florida 2-20 Insurance License, hands-on experience in commercial lines, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment. This individual will play a key role in maintaining client relationships, ensuring policy accuracy, and supporting account growth.

Commercial Lines Small Business Account Manager

Location: Boca Raton, FL (Hybrid after training)
Employment Type: Full-Time
Salary: Base (DOE) + Bonus

Job Summary

A growing insurance agency is seeking an experienced Commercial Lines Small Business Account Manager to manage and service a portfolio of small commercial accounts. This role requires a strong focus on client service, policy management, and account retention.

The ideal candidate will have an active Florida 2-20 Insurance License, hands-on experience in commercial lines, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment. This individual will play a key role in maintaining client relationships, ensuring policy accuracy, and supporting account growth.

Key Responsibilities

• Manage a book of small commercial accounts from onboarding through renewal

• Respond promptly to client inquiries and provide high-quality service

• Review and process new policies, endorsements, and policy changes

• Issue Certificates of Insurance and Auto ID cards

• Handle cancellations, non-renewals, and reinstatements

• Request and analyze loss runs

• Assist clients with claims processing and follow-ups

• Manage premium audits and ensure accuracy

• Support billing inquiries and invoicing processes

• Market and remarket accounts during renewal cycles

• Prepare quotes and client proposals

• Maintain accurate and up-to-date client records

• Perform account rounding and cross-selling opportunities

• Build and maintain strong long-term client relationships

Qualifications & Requirements

• Active Florida 2-20 Property & Casualty Insurance License (Required)

• Minimum 2+ years of Commercial Lines experience

• Experience working with small business accounts (e.g., contractors, associations, artisans, etc.) preferred

• Strong communication, organizational, and multitasking skills

• High attention to detail and process-driven mindset

• Ability to work independently and within a team environment

• Experience with AMS 360 is a plus

• Industry certifications (ACSR, CISR, CPSR, CIC) are a plus

Key Competencies

• Client-focused with strong relationship management skills

• High sense of urgency and accountability

• Ability to manage multiple priorities effectively

• Professional, proactive, and detail-oriented

• Calm and solution-oriented in challenging situations

Benefits

• Medical, Dental, and Vision Insurance

• Retirement Savings Plan

• Paid Time Off

• Performance-based Bonus

• Additional voluntary benefits

Work Setup

• Hybrid role (remote flexibility available after approximately 6 months of training)

• Candidates must be able to commute to the Boca Raton, FL office during the initial training period